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EverSource Wealth Advisors’s iShares Biotechnology ETF IBB Stock Holding History

EverSource Wealth Advisors’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$395K Hold
2,074
– – 0.01% 669
2026
Q1 		$350K Buy
2,074
+27
+1% +$4.62K 0.01% 769
2025
Q4 		$346K Hold
2,047
– – 0.01% 696
2025
Q3 		$296K Sell
2,047
-735
-26% -$100K 0.01% 739
2025
Q2 		$352K Sell
2,782
-50
-2% -$6.14K 0.02% 590
2025
Q1 		$362K Sell
2,832
-12
-0.4% -$1.63K 0.02% 464
2024
Q4 		$376K Sell
2,844
-1,279
-31% -$180K 0.02% 443
2024
Q3 		$600K Sell
4,123
-499
-11% -$72.2K 0.04% 296
2024
Q2 		$684K Buy
4,622
+1,177
+34% +$157K 0.05% 268
2024
Q1 		$437K Sell
3,445
-465
-12% -$63.5K 0.03% 292
2023
Q4 		$531K Sell
3,910
-737
-16% -$89.9K 0.05% 239
2023
Q3 		$568K Sell
4,647
-400
-8% -$50.9K 0.06% 214
2023
Q2 		$641K Sell
5,047
-305
-6% -$39.6K 0.07% 203
2023
Q1 		$691K Buy
5,352
+2,773
+108% +$363K 0.09% 178
2022
Q4 		$339K Buy
+2,579
New +$333K 0.05% 261

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

EverSource Wealth Advisors's IBB Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares Biotechnology ETF (IBB) position steady in Q2 2026 at 2,074 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #669.

EverSource Wealth Advisors first reported a position in IBB in Q4 2022 and has held it in 15 quarters since. The position peaked at $691K in Q1 2023. 954 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • EverSource Wealth Advisors held 2,074 shares of iShares Biotechnology ETF worth $395K as of Q2 2026.
  • EverSource Wealth Advisors left its iShares Biotechnology ETF share count unchanged in Q2 2026.
  • iShares Biotechnology ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #669 holding.
  • EverSource Wealth Advisors first reported a position in iShares Biotechnology ETF in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's iShares Biotechnology ETF position peaked at $691K in Q1 2023.
  • 954 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.